Family Banker (Consulente Finanziario), Trieste
Banca Mediolanum
Location: Trieste, Italy
About the Company
"Una banca al servizio delle famiglie" is the promise that Banca Mediolanum has successfully maintained over time. Today, it is a leading institution in Europe, characterized by high solidity indices and financial indicators reflecting continuous growth and development.
Candidate Profile
If you already have successful experience in banking, finance, or insurance and wish to enhance your skills and personal qualities, you have the opportunity to become a Family Banker.
Ideal Candidate Qualifications
1. Experience in client management, including managing significant assets;
2. Empathy and strong interpersonal skills;
3. Ability to identify client needs regarding savings, investments, and insurance solutions;
4. Knowledge of the full range of banking products and services;
5. Interest in working with an entrepreneurial approach, supported by a team environment across Italy that promotes teamwork, training, mentorship, and discussion;
6. A goal-oriented mindset aimed at achieving personal milestones aligned with economic and role expectations;
7. Autonomous work attitude;
8. Continuous training through our Corporate University;
9. Personalized onboarding plan;
10. Stimulating and dynamic work environment;
Additional Information
We will assess together if you already meet the professional requirements for registration with the Financial Advisors Register. If not, we will guide you through the preparation process for the evaluation test.
Work Location
Italy
Equal Opportunity Statement
Gruppo Mediolanum is committed to ensuring equal treatment for all candidates in accordance with the principles of Diversity and Inclusion.
Data Privacy
The data collected will be processed in full compliance with European Regulation 679/2016 (GDPR) and subsequent amendments and integrations.
Additional Info
You can view Banca Mediolanum SPA’s privacy notice by accessing the following link.
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